Golden Oak Wealth Management - Stamford

Golden Oak Wealth Management is a reputable financial firm located at Willoughby House, 2 Broad St, Stamford PE9 1PB, United Kingdom. You can reach them by phone at 1780723118 or visit their website at goldenoakwealthmanagement.co.uk.

Specialties

As a financial consultant, financial planner, investment service, and pension office, Golden Oak Wealth Management offers a comprehensive range of financial services. They provide expert guidance on investments, retirement planning, and pension management, helping clients make informed decisions about their financial future.

Accessibility

Golden Oak Wealth Management's office is wheelchair-accessible, with a designated car park, entrance, and toilet available for disabled visitors. They also provide on-site toilets for the convenience of all clients.

Client Reviews

Golden Oak Wealth Management has received positive reviews from clients, with an average rating of 5/5 on Google My Business. Here are some of the things clients have said about their experience:

• "I engaged Golden Oak to help with my investments and so far I am impressed with what they have achieved for me. They always keep me informed, respond to queries quickly, and provide first class guidance & assistance."
• "I really cannot fault their professionalism and speed of the process in what was a painless transition from my old adviser. As well as looking after them, Henry has really helped me understand my pension and retirement options - I have referred a friend and will happily do so again."

Recommendation

If you're looking for expert financial advice, Golden Oak Wealth Management is an excellent choice. Their professionalism, speed, and attention to detail have earned them high praise from clients. Contact them today through their website at goldenoakwealthmanagement.co.uk to schedule a consultation and take the first step towards securing your financial future.

👍 Reviews of Golden Oak Wealth Management

Michael Wiseman

5/5

I engaged Golden Oak to help with my investments and so far I am impressed with what they have achieved for me. They always keep me informed, respond to queries quickly, and provide first class guidance & assistance.

I really cannot fault their professionalism and speed of the process in what was a painless transition from my old adviser.

Malcolm Cole

5/5

As well as looking after them, Henry has really helped me understand my pension and retirement options - I have referred a friend and will happily do so again.